Create new tasks in ClickUp for every contract signed in Bonsai
Whenever a contract gets signed in Bonsai, this workflow instantly creates a corresponding task in ClickUp, ensuring you stay on top of your obligations without manual effort. Using the same language as the apps themselves, this automation helps streamline your project management and contract fulfillment processes, saving time and eliminating potential oversights.
Whenever a contract gets signed in Bonsai, this workflow instantly creates a corresponding task in ClickUp, ensuring you stay on top of your obligations without manual effort. Using the same language as the apps themselves, this automation helps streamline your project management and contract fulfillment processes, saving time and eliminating potential oversights.
- When this happens...Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItProposal Accepted
Triggers when a proposal is accepted by the client.
Try ItClient NameRequired
Client EmailRequired
Company Name
Website
Phone Number
Job Title
Notes
Contract Viewed
Triggers when a contract is viewed.
Try ItInvoice Viewed
Triggers when an invoice is viewed by the client.
Try ItProposal Viewed
Triggers when a proposal is viewed by the client.
Try ItProject NameRequired
CurrencyRequired
Client EmailRequired
Client Name
Company Name
Project Description
Project Notes
Client Website
Client Phone Number
Client Job Title